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Billing for Salesforce

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

Conga Product Documentation

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Billing for Salesforce

Display Action Settings

Forecasting Billing from Cart

To display Forecast Billingbutton on the cart, you need to add it to the cart page layout.

  1. Go to Config Settings > Display Action Settings. From Display Type, select the visual force page where you want to place the custom action.Click to add a new action for configuring the new button.
  2. Enter the following values for a new row.

    Column Name

    Values

    Action Label Name

    cartPageForecast

    (cartPageForecast is a custom label. To understand how to create a custom label, see Post-Installation Configurations.)

    Display As

    Action

    Action Area

    Center(You can select a value of your choice)

    Action Page

    Apttus_Billing__ShowForecastBilling

    Is Enabled

    Select

    Always Display

    Select

    Action Type

    None

    Behavior

    New Window

  3. Click Save.
Your sales representatives should now see a Forecast Billing button on the cart page.
Administrator Guide
Billing

March 5, 2026